Eric Fitzgerald (CFP®)

Eric Fitzgerald focuses in the
following client markets or areas of practice:

  • AUM
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We help individuals manage and preserve their assets through sound investment management and financial planning advice. As a "fee only" planner our only compensation comes directly from our clients and not through the sale of products assuring them that all recommendations are unbiased. In addition, as a Registered Investment Advisor we are held to a Fiduciary Standard, so we must keep all clients interests first.

NAPFA Start Date

October 01, 2018


This Office

7202 Glen Forest Dr Ste 300 Richmond, VA 23226-3780 Phone: (866) 877-6561